JIR
WCG

James Investment Research’s Wellcare Health Plans, Inc. WCG Stock Holding History

James Investment Research’s Portfolio WCG Stock Details WCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,702
Closed -$2.63M – 881
2018
Q2 		$2.63M Buy
10,702
+84
+0.8% +$18.3K 0.1% 208
2018
Q1 		$2.06M Buy
10,618
+839
+9% +$168K 0.08% 289
2017
Q4 		$1.97M Buy
+9,779
New +$1.89M 0.07% 295

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

James Investment Research's WCG Position: Q3 2018 in Review

James Investment Research sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2018, closing a stake of 10,702 shares — an estimated $2.63M sold.

James Investment Research first reported a position in WCG in Q4 2017 and held it in 3 quarters. The position peaked at $2.63M in Q2 2018. 438 funds tracked by Wall St. Rank hold WCG as of Q3 2018.

  • James Investment Research reported no remaining Wellcare Health Plans, Inc. position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 10,702 Wellcare Health Plans, Inc. shares in Q3 2018, an estimated $2.63M.
  • James Investment Research first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 3 quarters.
  • James Investment Research's Wellcare Health Plans, Inc. position peaked at $2.63M in Q2 2018.
  • 438 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.